2023-3Q: [CRM] Custom Fields: User Rights

A new feature has been added to enhance the User Right functionality, for Custom Fields. Previously we had a 'Custom Field' User Right, but this was for all custom fields. You were not able to determine which Custom Fields could be viewed by a user, or not (It was all, or nothing). 

These new Rights are driven by Custom Field 'Groups' and not per individual Custom Field.

To make use of this feature:

    1. Go to the 'User Details / User Rights' section in SIMPLer and scroll to 'custom fields':

  2. By default, every SIMPLer user will have 'all groups' right selected which allows them to see all custom fields

3. To limit the access you would need to:

• de-select 'all groups' right

• select custom right groups you want the particular user / user rights template have access to

4. Note that there is a 'no group' option as well, that represents all custom fields that have no group defined

Useful link/s: 

https://sites.google.com/a/azotel.com/wiki/user-rights-templates

Published Date: 11 Aug 2023

Engineer: MG

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